智通财经APP获悉，建滔积层板(01888)涨超8%，截至发稿，涨8.59%，报9.73港元，成交额6782.27万港元。
消息面上，PCB龙头盈利加速兑现。胜宏科技财报显示，2024年，公司实现营业收入107.31亿元，同比增长35.31%；归母净利润为11.61亿元，同比增幅高达72.94%。深南电路2024年实现营业总收入179.07亿元，同比增长32.39%，实现扣非净归母利润17.40亿元，同比增长74.34%。国海证券指，DeepSeek的横空出世为企业进行私有化部署AI大模型提供了强大动力，有望开启“AI普惠”的降本增效浪潮、加速AI算力建设，PCB/覆铜板有望充分受益。
建滔积层板此前发布年度业绩，营业额185.41亿港元，同比增加10.69%；股东应占溢利13.26亿港元，同比增加46.14%。花旗发布研报称，预计建滔积层板2025年第一季度毛利率将因平均售价上涨超过10%而快速扩张，增幅超过20%。大华继显表示，展望未来，相信建滔积层板将受惠于铜价上涨及印刷电路板需求增长。
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